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BCA

Berman Capital Advisors Portfolio holdings

AUM $636M
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.65M
3
+$1.13M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.07M
5
SCO icon
ProShares UltraShort Bloomberg Crude Oil
SCO
+$581K

Top Sells

1
+$2.66M
2
+$1.28M
3
+$711K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$633K
5
TCDA
Tricida, Inc. Common Stock
TCDA
+$559K

Sector Composition

1 Technology 5.49%
2 Financials 4.18%
3 Consumer Discretionary 3.27%
4 Healthcare 2.44%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
479
1102
$3K ﹤0.01%
144
+41
1103
$3K ﹤0.01%
38
1104
$3K ﹤0.01%
+118
1105
$3K ﹤0.01%
37
1106
$3K ﹤0.01%
100
1107
$3K ﹤0.01%
+148
1108
$3K ﹤0.01%
668
+2
1109
$3K ﹤0.01%
112
+1
1110
$3K ﹤0.01%
148
1111
$3K ﹤0.01%
190
+1
1112
$3K ﹤0.01%
39
+1
1113
$3K ﹤0.01%
111
-16,224
1114
$3K ﹤0.01%
44
1115
$3K ﹤0.01%
+29
1116
$3K ﹤0.01%
438
+28
1117
$3K ﹤0.01%
102
1118
$3K ﹤0.01%
166
1119
$3K ﹤0.01%
28
+15
1120
$3K ﹤0.01%
124
1121
$3K ﹤0.01%
222
+163
1122
$3K ﹤0.01%
69
1123
$3K ﹤0.01%
49
1124
$3K ﹤0.01%
76
1125
$3K ﹤0.01%
50
43 44
45
46 47